From SharePoint experts, I would like to know if following is possible in SharePoint 2010:
Can we send an offline form (word/excel format document) to SharePoint server by email so that it goes in document management system and undergoes an approval workflow. This feature could be used by users who have only email access and can't access SharePoint portal.
Yes this is a built in feature in SharePoint 2010. You have to enable it in central administration. It is not a simple tasks however. There is a lot of configuration that needs to happen on the server. The documentation is here.
Related
All,
I'm new to SharePoint, and I was wondering if there was a way to have a group of users complete a task (perhaps a form that needs answered), and then have that form, or the answers given in that form, be sent to another group of users to look into and follow-up on? Perhaps it could be moved to a specific folder?
Google hasn't turned up much of anything in the way of clear answers.
The mechanism you are mentioning is like a SharePoint Approval workflow or an approval flow.
Just like teylyn said, you can choose SharePoint Designer workflow or Power automate depends on the version of SharePoint you are using.
How to determine the SharePoint version I am using.
And SharePoint has its own built-in approval workflow template for directly use. It is a bit old but easy to configure and ready to be used.
An example for SharePoint designer 2013 platform approval workflow here.
2010 Platform approval workflow
One thing just for your notice, there are two different types of workflows, 2010 platform workflow and 2013 platform workflow. You can create a 2010 platform as long as you installed SharePoint Designer. However it is needed to install and configure workflow manager to use 2013 platform workflow.
Flow tutorial here.
Hope to be any help.
In SharePoint Online, you can use Power Automate to create business logic workflows, using fields in a SharePoint list that store the current status of a task and information like next reviewer, etc. The Power Automate flow can be either triggered by a button in the form (in which case you would want to design the form with PowerApps) or whenever the item in the SharePoint list is modified.
In SharePoint on premises you can create SharePoint Designer workflows to achieve the same thing.
I've developed a VSTO add-on for Outlook that my company uses which connects to a SQL database to read/write data. I'd like to change the data source to SharePoint Online since all employees have M365 accounts. This will also allow the add-on to operate outside of the corporate network.
If I setup a SharePoint online site with a few lists, is there a way to have the Outlook VSTO Add-on read/write from the lists?
Also, since the Outlook client is already authenticated, is there a way to bypass any sort of authentication and use the already authenticated Outlook client when talking to SharePoint?
No, you need to consider your add-in as a standalone .Net based application. You can use the SharePoint client object model (CSOM) to retrieve, update, and manage data in SharePoint. Read more about that in the Complete basic operations using SharePoint client library code article.
how do I connect an Outlook calendar to SharePoint Online?
I see the option to add a new calendar but I don't know how to get the correct "Outlook Web Access URL" and "Exchange Web Service URL".
Am I on the right track?
Thanks!
SharePoint Online Doesn't support Calendar overlay with Exchange web service.
The same question is answered here:
https://sharepoint.stackexchange.com/questions/199097/how-to-find-url-outlook-web-access-url-for-calendar-overlay-with-office-365
Yes it's possible. You can sync using Power Automate. The SharePoint Calendar is a SharePoint list with the name "Calendar". It's a simple PowerAutomate workflow with few steps which you can set up in a few minutes. In case you want to use a Shared Mailbox you can sync the calendar from therein when you share this calendar with your personal mailbox. Then you will see it in Power Automate shown as Calendar to retrieve events from.
Please note: SharePoint Item Action in Power Automate doesn't support all SharePoint List field types, e.g. checkboxes like "All Day Event". Nevertheless you can sync All Day Events which will show up with scheduled time 12pm-12pm.
You can also include SharePoint Calendars as SharePoint Web Part e.g. in a SharePoint Page.
I am new in SharePoint development. Right now I am working on a project for the Integrated Management System. We need to provide an easy navigation view for users where they can search and view the document in one place.
Is there any built-in web parts specifically for IMS available in SharePoint?
Or any web part available for document master-detail view, like a list of the document on the left side and selected document displays on the right side.
Or do I need to completely depend on the new SharePoint page development?
If you are using SharePoint 2016 on-premises and Office Online Server,
the users can find documents using SharePoint Search, and view into the documents using the hoverpanel.
Please see this blog post (the blog-post has a focus on SharePoint Online, but SharePoint 2016 and Office Online Server provide this feature on-premises as well)
As answered in other questions you can't use the free Sharepoint Foundation 2013 for document management in MS Dynamics CRM 2013.
So I ask if there is a (good *) way of using document management in Microsoft Dynamics CRM 2013 without using Sharepoint?
(* good = easy to understand for non technical users and not too complicated to manage)
I search for a way to attach all kinds of documents to different entities like:
- pictures to accounts (not profile picure)
- PDF documents to account
- ...
I know you can use notes.
I'm a bit confused because there are attachments on entities like email.
Can I integrate these attachment-functions on other entities like accounts?
edit 18.12.2014
Yes, you can use Sharepoint Foundation, we make it work (SP Foundation 2010).
I can use documentmanagement with sharepoint, but not automated because the crmlistcomponent is not working.
Maybe someone from here can help me over there:
My Question on Sharepoint stackexchange site
The attachments mechanism isn't available for common customizations, sadly. Microsoft wants us to use the notes... Except maybe ("maybe" as in "I never bothered to check due to the monstrous amount of hoops to jump through while having almost no benefits") for activity entites.
That said, you can use SP 2013 Foundation for document management, if you want. Here's the step-by-step guide. We deployed a CRM 2013 + Document Management based on SP Foundation just a couple of days ago following these steps.
To Run the Microsoft SharePoint Foundation Sandboxed Code Service, follow the below steps.
SharePoint Central Administrator
Under>> Service Applications
Manage services on server
Look for>>Microsoft SharePoint Foundation Sandboxed Code Service is running
Start the service
After completing all the 5 steps
To Install List Components in SharePoint
Go to Site Settings
Under>> Web Designer Gallery>> Click on “Solutions”
Click on Upload solution
and Click on Activate
To Set Broser File handling to Permissive
Go to SharePoint Central Administration
Application Management
On the Ribbon click onthe General Setting
Web Application Generation Setting pop-up window will appear
Scroll down to look for Browser file handling >> Select >>Permissive
Click Ok, save settings and restart the server/IIS
try to Activate the List compoent
Ensure the after successful activation will enable the Deactivate button.
Sometime it is very annoying you need to do several click to get this working.
Go to CRM and add the URL into Document management, all will work fine.
FYI the "CRM 2013" list component retains the 2011 look-and-feel.